See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,213 | $109,817+110.5% | $98,442+134.9% | $167,490+38.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.80% | 1956.69%-1945.9pp | 1492.73%-1481.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $3,331 | $3,224+3.3% | $2,960+12.5% | $4,837-31.1% |
| Participant deferral / active EE | $6,817 | $4,673+45.9% | $4,276+59.4% | $6,341+7.5% |
| Admin fee / account holder | $16,694 | $6,753+147.2% | $5,949+180.6% | $12,309+35.6% |